Allow permissions to be granted to guest users prior to their accepting the invitation to the workspace.
Julie Runez
We build customer dashboards for all of our projects. When I build the dashboard, I would like to be able to grant permissions to the intended recipient prior to their accepting the invitation so that when they join, they are ready to go. As it stands now, it only SEEMS like I can do this. It allows me to toggle on their permissions, but the permission disappears if they haven't accepted yet. Then, when they finally do accept the invitation - usually weeks after the dashboard is built and when they have urgent information to share - nothing works for them. I have to go in and reissue permission every time.
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Mike Harrison
Agree with Julie.
As a Administrator on ClickUp, I would like to be able to assign permissions and sharing to new users before they accept their invitation, so that I can create the account and assign access to the required folders at the same time.
Currently it is a two step process that confuses the recipient, who believes they should have access once they log in. New users think that something in ClickUp is broken, or that the Admin has forgotten a step.
The current method requires two separate interactions with ClickUp and we should simplify it to one.